PandaDoc DMS Logo Award Winner Product Badge
PandaDoc DMS Logo Award Winner Product Badge
PandaDoc Inc

PandaDoc DMS

Composite Score
8.4 /10
CX Score
8.5 /10
Category
PandaDoc DMS
8.4 /10

What is PandaDoc DMS?

Create, send, track, and eSign client-facing documents designed to win more business. Reduce the amount of time you spend from start to finish on proposals, quotes, and contracts so you can get back to what matters – your prospects and customers. Meet team goals faster and foster improved collaboration with multiple workspaces, performance metrics, and approval workflows. Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.

Company Details


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Awards & Recognition

PandaDoc DMS won the following awards in the Proposal Management category

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PandaDoc DMS Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on PandaDoc DMS.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

93 Likeliness to Recommend

95 Plan to Renew

77 Satisfaction of Cost Relative to Value


Emotional Footprint Overview

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Emotional Footprint Overview

Product Experience:
98%
Negotiation and Contract:
85%
Conflict Resolution:
94%
Strategy & Innovation:
94%
Service Experience:
95%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love PandaDoc DMS?

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0% Negative
0% Neutral
100% Positive

Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Saves Time

Feature Ratings

Average 85

E-Signature

96

Notifications

91

Contract Management

90

Share & Track

88

Document Management

88

Project Management Workflow

85

Content Residency

84

Redlining

84

Templates

83

Proposals and SOWs

83

Tasks and Workflow Management

83

Vendor Capability Ratings

Average 83

Usability and Intuitiveness

85

Ease of Implementation

85

Vendor Support

85

Quality of Features

84

Ease of IT Administration

84

Breadth of Features

83

Business Value Created

82

Product Strategy and Rate of Improvement

81

Ease of Data Integration

81

Ease of Customization

79

Availability and Quality of Training

73

PandaDoc DMS Reviews

Shiraz M.

  • Role: Finance
  • Industry: Not for Profit
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Aug 2023

Userfriendly

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

Very responsive and easily accessible by signatories. There have been occasional glitches where communication has been lost but overall leaves a positive and professional experience

What is your favorite aspect of this product?

Provides helpful indicators of sections to be completed; allows direct text inputs at the originator level as well, provides options to transmit documents via links or email

What do you dislike most about this product?

None, significant

What recommendations would you give to someone considering this product?

It is cost friendly and once implemented, becomes an integral aspect of the organization

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Tadbeer K.

  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Aug 2023

Very Professional Software for Contract Signatures

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

PandaDoc DMS stands out with its user-friendly interface, collaborative editing, and robust eSignature capabilities. The content library streamlines document creation, while integration options and insightful analytics enhance workflow. With mobile accessibility, customization, and top-notch support, PandaDoc offers a comprehensive solution that simplifies document management and sets it apart from the competition.

What is your favorite aspect of this product?

My favorite aspect of PandaDoc DMS is its seamless integration of eSignature capabilities. It simplifies the entire signing process and allows for efficient tracking and management of documents. This feature has significantly streamlined our workflow and eliminated the need for manual signatures, saving us valuable time and ensuring a more organized document management process.

What do you dislike most about this product?

The aspect I find least favorable about PandaDoc DMS is its pricing structure, which may not align well with the needs of smaller businesses/individuals or those with limited budgets. While the features are impressive, the cost can sometimes be a concern for certain users.

What recommendations would you give to someone considering this product?

For PandaDoc DMS, I would recommend further working on the mobile app's functionality to provide an even smoother experience for users who need to work on documents while on the move with ease. Additionally, expanding the range of pre-designed templates would be beneficial, allowing users to choose from a wider variety of document formats and designs. Lastly, considering more flexible pricing options, especially for startups and small businesses, would make the platform more accessible to a broader range of users.

Pros

  • Helps Innovate
  • Performance Enhancing
  • Enables Productivity
  • Efficient Service

Jaspreet Singh B.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2023

PandaDoc streamlines contract sharing, management

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

PandaDoc's Document Management System (DMS) stands out due to its seamless integration with its broader document automation platform. This integration offers a unified solution for document creation, collaboration, e-signatures, and workflow automation. Unlike standalone DMS options, PandaDoc DMS benefits from a holistic approach that enhances efficiency and ensures a more streamlined document lifecycle.

What is your favorite aspect of this product?

OIne popular aspect of PandaDoc is its ease of use in creating, editing, and managing documents. Many users appreciate its user-friendly interface and the efficiency it brings to document workflows, specially contracts.

What do you dislike most about this product?

The customization options in PandaDoc can be a bit complex or limited, especially when trying to create highly specialized document templates. Additionally, pricing could be a concern for some users, especially for smaller businesses or individuals. Remember that user experiences and opinions can vary, so it's important to consider multiple perspectives when evaluating a software tool.

What recommendations would you give to someone considering this product?

Understand Your Needs: Clearly define your document management and automation needs. Identify the specific features and functionalities you require to ensure that PandaDoc aligns with your goals. Explore Templates: PandaDoc offers a range of templates for various document types. Take advantage of these templates to speed up your document creation process and maintain a professional look. Ease of Use: PandaDoc is known for its user-friendly interface. Still, it's a good idea to explore the platform through free trials or demos to ensure it's intuitive for your team. Customization: Assess your customization requirements.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

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